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Wednesday, 03 June 20
MARKET INSIGHT - INTERMODAL
 Once again shipping is about to venture into uncharted waters and before the challenges of the past decade are forgotten, shipowners will have to overcome new ones quickly and effectively not only to continue servicing their clients but also in order to move forward. While it is still uncertain if we are still in the Covid-19 era or in the post Covid-19 era, just like in every previous crisis there will be opportunities to be exploited.
Between mid-March and the end of April most countries where either in lock down or had just started coming out of it. As we all know the lockdowns around the globe affected the pace of the different supply chains, which effectively led to reduced volumes of transported cargo. Now that most restrictive measures have started to ease, trade volumes are expected to start picking up and if we also take into account the fact that billions in stimulus packages have been announced by the largest economies, there is a lot of speculation – and great anticipation- that the market will rebound at some point during the remainder of the year.
Some even believe that the momentum will be strong enough to eventually help overcome the challenges that the shipping market was facing prior to the Covid-19 crisis. Additionally, the fact that the presidential US elections are taking place in November means that the uncertainty that was already increasing prior to the lockdowns will eventually have to abate before the end of 2020.
It goes without saying that the effect of any government money poured into any economy will take time until it is truly felt but in terms of boosting sentiment it will help even at earlier stages and before the market starts to move up decisively.
That being said, shipowners should keep a close eye on asset values now and before the market takes off. Volatile times are not for the faint hearted but the reality is that that it is more conservative to invest during a bottoming market instead of buying a vessel when prices have already appreciated, not only because tonnage is priced more realistically but also because the downside in the first instance is much smaller.
Dry bulk asset values have been dropping for the last four months with limited SnP activity during the global quarantine period between mid-March and the end of April when a total of 25 transactions have been reported, exactly half of those that took place during the same period in 2019.
Theory differs from practice many times of course and one could argue that a “wait and see strategy” is a safer investing approach. One can wait as long as she or he desires but there are two facts that nobody can deny; asset prices are low and more cargo will sooner or later start to move. So if you were looking to invest it seems that the timing might be just about right.
By Timos Papadimitriou
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
Mr.George Panagopoulos
Disclaimer and legal disclosure: For any further queries please do not hesitate to contact our Research & Valuations Department. The information contained in this report has been obtained from various sources, as reported in the market. Intermodal Shipbrokers Co. believes such information to be factual and reliable without making guarantees regarding its accuracy or completeness. Whilst every care has been taken in the production of the above review, no liability can be accepted for any loss or damage incurred in any way whatsoever by any person who may seek to rely on the information and views contained in this material. This report is being produced for the internal use of the intended recipients only and no reproducing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
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Tuesday, 15 March 16
ADARO ENERGY LOWERED ITS COAL CASH COST BY 16% TO US$ 27.98 PER TONE IN 2015
Difficult Coal Market Condition Persists in 2015, Adaro Lowers Costs, Reduces Capital Spending and Maintains Solid Liquidity.
PT Adaro E ...
Monday, 14 March 16
THE CS 50 INDEX ROSE $0.16 OR, 0.41% TO $38.82 A TON
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 0.41 percent week over week to averaging $38.82 per ton on this past Friday, ac ...
Monday, 14 March 16
THE BALTIC EXCHANGE CONTINUED TO ROSE THIS PAST WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continued to rise this week helped by higher rates for pa ...
Saturday, 12 March 16
PLN, COAL COMPANIES IN TALKS ABOUT PRICES - THE JAKARTA POST
Following a study that predicted that Indonesia would struggle to provide coal for its power stations in the near future, the government will facil ...
Friday, 11 March 16
ADANI GLOBAL BAGS 0.26 MILLION TONS OF COAL CONTRACT FROM LANKA COAL COMPANY
COALspot.com: Lanka Coal Company (Private) Limited, Sri Lanka has awarded 260,000 +/- 10% tons of Power plant 6300 GAR calorific value coal to Adan ...
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Showing 2521 to 2525 news of total 6871 |
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- San Jose City I Power Corp, Philippines
- Riau Bara Harum - Indonesia
- Xindia Steels Limited - India
- Coalindo Energy - Indonesia
- India Bulls Power Limited - India
- Power Finance Corporation Ltd., India
- Baramulti Group, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Sinarmas Energy and Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- Semirara Mining Corp, Philippines
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- Wood Mackenzie - Singapore
- Lanco Infratech Ltd - India
- Indogreen Group - Indonesia
- CNBM International Corporation - China
- Semirara Mining and Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Holcim Trading Pte Ltd - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Agrawal Coal Company - India
- Coal and Oil Company - UAE
- Renaissance Capital - South Africa
- Indonesian Coal Mining Association
- London Commodity Brokers - England
- Siam City Cement - Thailand
- New Zealand Coal & Carbon
- Maheswari Brothers Coal Limited - India
- Jindal Steel & Power Ltd - India
- Africa Commodities Group - South Africa
- Electricity Authority, New Zealand
- Australian Coal Association
- IHS Mccloskey Coal Group - USA
- Global Coal Blending Company Limited - Australia
- Ambuja Cements Ltd - India
- Chamber of Mines of South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Sakthi Sugars Limited - India
- Aditya Birla Group - India
- Mintek Dendrill Indonesia
- Commonwealth Bank - Australia
- Miang Besar Coal Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Georgia Ports Authority, United States
- Neyveli Lignite Corporation Ltd, - India
- Tamil Nadu electricity Board
- LBH Netherlands Bv - Netherlands
- Sical Logistics Limited - India
- Billiton Holdings Pty Ltd - Australia
- PTC India Limited - India
- Ceylon Electricity Board - Sri Lanka
- Jaiprakash Power Ventures ltd
- Planning Commission, India
- Medco Energi Mining Internasional
- South Luzon Thermal Energy Corporation
- Parry Sugars Refinery, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- GAC Shipping (India) Pvt Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karbindo Abesyapradhi - Indoneisa
- Meenaskhi Energy Private Limited - India
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Marubeni Corporation - India
- Eastern Coal Council - USA
- Vijayanagar Sugar Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Star Paper Mills Limited - India
- Mercator Lines Limited - India
- Anglo American - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Grasim Industreis Ltd - India
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- Eastern Energy - Thailand
- Binh Thuan Hamico - Vietnam
- Independent Power Producers Association of India
- Merrill Lynch Commodities Europe
- Sarangani Energy Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Bhoruka Overseas - Indonesia
- White Energy Company Limited
- ICICI Bank Limited - India
- Bharathi Cement Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- Indika Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- ASAPP Information Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Dalmia Cement Bharat India
- GMR Energy Limited - India
- Attock Cement Pakistan Limited
- Vedanta Resources Plc - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tata Chemicals Ltd - India
- Madhucon Powers Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Krishnapatnam Port Company Ltd. - India
- Latin American Coal - Colombia
- Port Waratah Coal Services - Australia
- Wilmar Investment Holdings
- Asmin Koalindo Tuhup - Indonesia
- Electricity Generating Authority of Thailand
- Mjunction Services Limited - India
- Sojitz Corporation - Japan
- Thai Mozambique Logistica
- Karaikal Port Pvt Ltd - India
- Larsen & Toubro Limited - India
- Global Green Power PLC Corporation, Philippines
- Indian Oil Corporation Limited
- MS Steel International - UAE
- Coastal Gujarat Power Limited - India
- Orica Mining Services - Indonesia
- Gujarat Sidhee Cement - India
- Cigading International Bulk Terminal - Indonesia
- Central Electricity Authority - India
- Chettinad Cement Corporation Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Standard Chartered Bank - UAE
- Economic Council, Georgia
- Borneo Indobara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate Of Revenue Intelligence - India
- Kaltim Prima Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Goldman Sachs - Singapore
- Ministry of Transport, Egypt
- Heidelberg Cement - Germany
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Global Business Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- PowerSource Philippines DevCo
- Intertek Mineral Services - Indonesia
- Sindya Power Generating Company Private Ltd
- Minerals Council of Australia
- Petron Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Kumho Petrochemical, South Korea
- Energy Development Corp, Philippines
- The Treasury - Australian Government
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- The University of Queensland
- Bukit Makmur.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pendopo Energi Batubara - Indonesia
- Ind-Barath Power Infra Limited - India
- Toyota Tsusho Corporation, Japan
- Trasteel International SA, Italy
- Kohat Cement Company Ltd. - Pakistan
- Salva Resources Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meralco Power Generation, Philippines
- Uttam Galva Steels Limited - India
- Simpson Spence & Young - Indonesia
- IEA Clean Coal Centre - UK
- Romanian Commodities Exchange
- GVK Power & Infra Limited - India
- Australian Commodity Traders Exchange
- Timah Investasi Mineral - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Interocean Group of Companies - India
- Kepco SPC Power Corporation, Philippines
- Edison Trading Spa - Italy
- The State Trading Corporation of India Ltd
- Bulk Trading Sa - Switzerland
- Metalloyd Limited - United Kingdom
- Alfred C Toepfer International GmbH - Germany
- Cement Manufacturers Association - India
- Singapore Mercantile Exchange
- Rio Tinto Coal - Australia
- Aboitiz Power Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Thiess Contractors Indonesia
- SMC Global Power, Philippines
- Gujarat Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Banpu Public Company Limited - Thailand
- Siam City Cement PLC, Thailand
- McConnell Dowell - Australia
- Manunggal Multi Energi - Indonesia
- Indian Energy Exchange, India
- Mercuria Energy - Indonesia
- Makarim & Taira - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Central Java Power - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- Ministry of Finance - Indonesia
- Kobexindo Tractors - Indoneisa
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- SMG Consultants - Indonesia
- Straits Asia Resources Limited - Singapore
- Iligan Light & Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Kartika Selabumi Mining - Indonesia
- Vizag Seaport Private Limited - India
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- Posco Energy - South Korea
- Globalindo Alam Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- Malabar Cements Ltd - India
- CIMB Investment Bank - Malaysia
- PetroVietnam Power Coal Import and Supply Company
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